UnitedHealth Group (NYSE:UNH) Given New $370.00 Price Target at Wells Fargo & Company

UnitedHealth Group (NYSE:UNH) had its price target dropped by research analysts at Wells Fargo & Company from $400.00 to $370.00 in a report released on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the healthcare conglomerate’s stock. Wells Fargo & Company‘s target price would indicate a potential upside of 29.39% from the stock’s previous close.

Several other analysts have also recently commented on UNH. Oppenheimer reduced their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday. TD Cowen boosted their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. Barclays upped their target price on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Finally, Jefferies Financial Group reduced their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $379.42.

UnitedHealth Group Trading Down 2.2%

UNH stock traded down $6.34 during mid-day trading on Friday, reaching $285.95. The company had a trading volume of 3,114,849 shares, compared to its average volume of 11,149,232. The company has a market capitalization of $259.02 billion, a PE ratio of 21.68, a price-to-earnings-growth ratio of 1.75 and a beta of 0.42. The firm has a 50 day moving average of $331.39 and a 200 day moving average of $323.38. UnitedHealth Group has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts predict that UnitedHealth Group will post 29.54 earnings per share for the current fiscal year.

Hedge Funds Weigh In On UnitedHealth Group

Several hedge funds have recently modified their holdings of UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $26,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Foster Dykema Cabot & Partners LLC increased its position in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Q4 EPS slightly beat consensus (reported $2.11 vs $2.09) and commentary on a better 2026 cost outlook helped the shares rebound. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Several bullish pieces argue the sell-off priced in most risks and that UNH may be undervalued on DCF, P/FCF and P/E bases — a view that can attract value-focused buyers. UnitedHealth: All Risks Are Priced In
• Neutral Sentiment: Morgan Stanley trimmed its price target very slightly (to $409 from $411) but kept an Overweight rating, signaling analyst conviction remains broadly intact despite near-term headwinds. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes
• Neutral Sentiment: Multiple major firms trimmed price targets (Jefferies, Leerink, Oppenheimer, RBC, UBS), but many maintained buy/outperform ratings — reducing upside expectations while preserving longer-term support. Analyst Price Target Moves
• Negative Sentiment: A CMS update on Medicare Advantage rates and a cautious FY2026 outlook triggered a large sell-off and a material market-cap loss, fueling investor concern over near-term reimbursement and margin pressure. UnitedHealth (UNH) Loses 19.6% on Weak Outlook, Medicare Payment Update
• Negative Sentiment: Unusual options activity: a large surge in put buying (≈376,697 puts, ~131% above average) signals elevated hedging or bearish positioning that can amplify downside moves.
• Negative Sentiment: Several bearish analyst/opinion pieces argue the stock remains a sell or that buying the dip could be a trap until regulatory and reimbursement clarity improves. UnitedHealth: It’s A Sell At Least Until The Midterm Elections

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.